Complete the Onboarding ProcessÂ
Once you’ve finished the necessary steps, we’ll submit the Power of Attorney and Declaration of Representative documents to the IRS. After approximately 4 - 6 weeks, we will have access to your IRS account. Your membership will be fully active, and we’ll begin monitoring for audit flags and other important updates every week. You’ll receive a comprehensive summary of your IRS account every month, typically at the end of each month.
Complete onboarding in just 8 minutes.
![](https://kajabi-storefronts-production.kajabi-cdn.com/kajabi-storefronts-production/file-uploads/themes/2150280416/settings_images/a4acbd3-4dc7-53b-565-6113d6f45a72_CryptoTaxAudit_Onboarding_Process.png)
Step 1
Verify your identity. You'll need a valid ID & your phone
![](https://kajabi-storefronts-production.kajabi-cdn.com/kajabi-storefronts-production/file-uploads/themes/2150280416/settings_images/303fa-c5fd-32f-a03-6d835e102acc_CryptoTaxAudit_Onboarding_Process_2_.png)
Step 2
Complete IRS 2848 Authorization form
![](https://kajabi-storefronts-production.kajabi-cdn.com/kajabi-storefronts-production/file-uploads/themes/2150280416/settings_images/b0c87b1-60a3-0a32-01fa-a3d634bb28ae_CryptoTaxAudit_Onboarding_Process_3_.png)
Step 3
Validate your social
security number